AI Summary
Design intuitive user experiences for portfolio management solutions. Collaborate with product teams to translate complex workflows into effective UI designs. Strong experience in UI design, business analysis, and Agile delivery practices required.
Key Highlights
Design user interface solutions for portfolio management workflows
Collaborate with product teams to translate business requirements into UI designs
Participate in Agile ceremonies and develop workflow documentation
Key Responsibilities
Design and deliver high-quality user interface solutions
Collaborate with product and technology partners
Participate in Agile ceremonies and develop workflow documentation
Technical Skills Required
Benefits & Perks
W2 employment
Visa sponsorship available
On-site work in Winston Salem, NC
Nice to Have
Experience supporting Portfolio Management, Investment Operations, UMA, or SMA platforms
Familiarity with enterprise design systems and component-based UI frameworks
Job Description
Dice is the leading career destination for tech experts at every stage of their careers. Our client, Strategic Staffing Solutions, is seeking the following. Apply via Dice today!
STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!
This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.
Beware of scams. S3 never asks for money during its onboarding process.
Job Title: UI Designer - Portfolio Management Platform
Contract Length: 3+ Month contract
Location: WINSTON SALEM, NC 27101
On Site Work
Ref# 245500
The User Interface (UI) Designer Portfolio Management Platforms is responsible for designing intuitive, scalable, and compliant user experiences that support Portfolio Management solutions and centralized operational implementation across Unified Managed Account (UMA) and Separately Managed Account (SMA) platforms.
This role partners closely with Product Managers, Product Owners, Engineers, and Operations teams to translate complex investment and operational workflows into effective user interface designs. The position requires strong experience in UI design within a product organization, combined with business analysis, workflow mapping, and Agile delivery practices.
Key Responsibilities
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- Design and deliver high-quality user interface solutions for portfolio management, trading, rebalancing, and operational workflows across UMA and SMA platforms
- Create wireframes, high-fidelity designs, and interactive prototypes using Figma, ensuring consistency with enterprise design systems and accessibility standards
- Collaborate with Product and Technology partners to translate business requirements into clear UI designs, user stories, and acceptance criteria
- Participate in Agile ceremonies including backlog refinement, sprint planning, reviews, and retrospectives
- Develop and maintain end-to-end workflow documentation, including current state and future state process maps
- Identify usability issues, workflow inefficiencies, and design risks, and propose solutions aligned to product strategy
- Present design concepts and workflow solutions to stakeholders and incorporate feedback iteratively
- Ensure UI designs align with regulatory, operational, and platform constraints typical of financial services environments
- 5+ years of relevant experience in one or more of the following roles:
- User Interface Designer / UX Designer / Product Designer
- Business Analyst
- Product Owner or Product Manager with significant design responsibilities
- Demonstrated experience designing enterprise or platform-based applications within a product organization
- Proficiency with Figma for UI design, prototyping, and collaboration
- Experience using JIRA to manage user stories, tasks, and design-related backlog items
- Strong experience in workflow mapping, process modeling, or service design
- Working knowledge of Agile / Scrum delivery methodologies
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- Experience supporting Portfolio Management, Investment Operations, UMA, or SMA platforms
- Familiarity with enterprise design systems and component-based UI frameworks
- Experience working in regulated environments, such as financial services or wealth management
- Knowledge of accessibility standards (e.g., WCAG) and inclusive design practices
- Experience collaborating across multiple product teams or large-scale platform initiatives
- Apply user-centered design principles to simplify complex financial and operational workflows
- Balance user experience, technical feasibility, and operational requirements
- Communicate design intent clearly to both technical and non-technical stakeholders
- Deliver design assets aligned with Agile sprint commitments and product roadmaps
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